Muirfield Wealth Advisors’s Bank of America BAC Stock Holding History

Muirfield Wealth Advisors’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$696K	Sell	14,276 -3,300	-19%	-$170K	0.51%	47
2025 Q4	$967K	Sell	17,576 -634	-3%	-$33.5K	0.71%	31
2025 Q3	$939K	Sell	18,210 -33	-0.2%	-$1.61K	0.7%	32
2025 Q2	$863K	Buy	18,243 +276	+2%	+$11.6K	0.69%	31
2025 Q1	$750K	Buy	17,967 +116	+0.6%	+$5.17K	0.64%	33
2024 Q4	$785K	Buy	17,851 +72	+0.4%	+$3.17K	0.65%	38
2024 Q3	$705K	Buy	17,779 +1,294	+8%	+$51.9K	0.6%	41
2024 Q2	$656K	Buy	16,485 +254	+2%	+$9.73K	0.62%	40
2024 Q1	$615K	Hold	16,231	–	–	0.59%	40
2023 Q4	$547K	Buy	+16,231	New	+$473K	0.58%	38

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Muirfield Wealth Advisors's BAC Position: Q1 2026 in Review

Muirfield Wealth Advisors reduced its Bank of America (BAC) stake by 19% in Q1 2026, selling an estimated $170K and leaving 14,276 shares worth $696K. The position accounts for 0.51% of the portfolio, ranked #47.

Muirfield Wealth Advisors first reported a position in BAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $967K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Muirfield Wealth Advisors held 14,276 shares of Bank of America worth $696K as of Q1 2026.
Muirfield Wealth Advisors sold 3,300 Bank of America shares in Q1 2026, an estimated $170K.
Bank of America made up 0.51% of Muirfield Wealth Advisors's portfolio in Q1 2026, its #47 holding.
Muirfield Wealth Advisors first reported a position in Bank of America in Q4 2023 and has held it in 10 quarters since.
Muirfield Wealth Advisors's Bank of America position peaked at $967K in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.